Private Client Services’s Tesla TSLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$443K	Buy	1,395 +495	+55%	+$157K	0.17%	119
2025 Q1	$233K	Buy	900 +391	+77%	+$101K	0.12%	164
2024 Q4	$206K	Buy	+509	New	+$206K	0.11%	178